+20.7%
XYZ vs SUI
+1.6%
+19.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +5.2% | +10.2% | +13.4% |
| 7D | +16.5% | +10.0% | +6.5% | +13.6% |
| 30D | +15.0% | +8.4% | +6.5% | +12.2% |
| 3M | +3.5% | +0.7% | +2.9% | +2.3% |
| 6M | +21.9% | -0.9% | +22.8% | +20.1% |
| YTD | +34.6% | +0.6% | +34.0% | +38.1% |
| 1Y | +20.7% | +0.8% | +20.0% | +23.8% |
| All | +20.7% | +1.6% | +19.1% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling